Upside Potential for AUD and GBP
Some upside risk for GBP after the BoE firmed plans to hike in August and PM May keeps hold of the Brexit reins. AUD looks beaten down on weak EM...
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Trade War Horse Bolts, AUD Trades like an Emerging Market Asset
Trade war escalates and the horse bolts in Asian EM assets. Uncertainty is likely to remain elevated for some time, keeping Asian EM markets in a...
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World Cup of Economic Growth
What if World Cup teams competed on the basis of economic growth? We answer this question by using a factor-based model that takes into account...
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A Bout of Optimism Amidst Intensifying Risks
The turn lower in the USD in recent sessions feels like a technical retreat from resistance. It comes despite intensifying risk from a trade war,...
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Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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